Opes Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Opes Advisors’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-13,999	Closed	-$680K	–	55
2017 Q2	$680K	Buy	13,999 +2,104	+18%	+$101K	0.42%	32
2017 Q1	$560K	Buy	11,895 +4,280	+56%	+$202K	0.4%	34
2016 Q4	$357K	Buy	+7,615	New	+$354K	0.37%	32

Other funds holding RWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Opes Advisors's RWO Position: Q3 2017 in Review

Opes Advisors sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q3 2017, closing a stake of 13,999 shares — an estimated $680K sold.

Opes Advisors first reported a position in RWO in Q4 2016 and held it in 3 quarters. The position peaked at $680K in Q2 2017. 199 funds tracked by Wall St. Rank hold RWO as of Q3 2017.

Opes Advisors reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q3 2017 after selling out during the quarter.
Opes Advisors sold 13,999 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2017, an estimated $680K.
Opes Advisors first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2016 and held it in 3 quarters.
Opes Advisors's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $680K in Q2 2017.
199 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2017.

Based on Opes Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.